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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ

リアルタイム開示情報

2026年第3四半期分のポートフォリオ開示は現在受付中で、11月16日に締め切られます。 現時点で、2,475本のファンド(~28%)が保有銘柄を開示しています。 以下のデータは、ファンドが規制当局に開示書類を提出すると同時にリアルタイムで更新されます。

名前 AUM AUM
増加率
AUM
成長率%
四半期
推定リターン
3年間の推定リターン
保有銘柄 ポートフォリオ回転率 平均保有
期間(年)
Brewster Financial Planning
1851
Brewster Financial Planning
New York
$1.81億 -$64.4万 -0.4% 1.83% 44.3% 31 3.23% 2.8
Addis & Hill
1852
Addis & Hill
Pennsylvania
$1.81億 $0 0% 0.58% 65.1% 29 0% 2.3
Ledgewood Wealth Advisors
1853
Ledgewood Wealth Advisors
New Hampshire
$1.81億 -$688万 -4% 1.43% 42.8% 79 10.13% 2.2
TI-Trust
1854
TI-Trust
Illinois
$1.81億 -$464万 -2% 2.03% 88.8% 135 2.96% 4.9
Columbia Advisory Partners
1855
Columbia Advisory Partners
Washington
$1.81億 -$11.2万 -0.1% 1.06% 69.7% 121 25.62% 1.8
WealthTrust Asset Management
1856
WealthTrust Asset Management
Florida
$1.81億 -$379万 -2% 1.1% 102% 121 20.66% 2
Canandaigua National Trust of Florida
1857
Canandaigua National Trust of Florida
New York
$1.81億 – – 1.65% – 143 – 1.2
Holcombe Financial
1858
Holcombe Financial
Georgia
$1.81億 +$370万 +2% 3.3% – 53 7.55% 1.3
WFG
1859
Wormser Freres Gestion
France
$1.81億 +$374万 +2% 6.05% 67.4% 74 14.86% 1.4
Innovative Wealth Building
1860
Innovative Wealth Building
Maryland
$1.81億 +$856万 +5% 1.06% – 92 15.22% 1.1
Dominguez Wealth Management Solutions
1861
Dominguez Wealth Management Solutions
Virginia
$1.81億 -$84.8万 -0.5% 3.02% 59.7% 79 8.86% 2.8
Nolet Wealth Management
1862
Nolet Wealth Management
Texas
$1.81億 -$53.7万 -0.3% 2.22% – 121 15.7% 0.6
CIG
1863
Cascade Investment Group
Colorado
$1.81億 +$221万 +1% 1.83% 93.2% 169 13.02% 2.4
Sunrise Financial Services
1864
Sunrise Financial Services
Washington
$1.8億 +$1212万 +7% 1% – 601 23.63% 0.7
Shotwell Rutter Baer
1865
Shotwell Rutter Baer
Michigan
$1.8億 -$222万 -1% 1.7% 45.5% 39 2.56% 2.3
Accredited Investor Services
1866
Accredited Investor Services
Minnesota
$1.79億 +$243万 +1% 0.03% – 88 12.5% 1.3
Hamilton Lane Advisors
1867
Hamilton Lane Advisors
Pennsylvania
$1.79億 +$3070万 +21% 9.17% 167% 25 68% 1.1
Thryve Wealth Management
1868
Thryve Wealth Management
Texas
$1.79億 +$29.4万 +0.2% 0.82% – 41 9.76% 0.6
RFMS
1869
RWQ Financial Management Services
Florida
$1.79億 -$2817万 -14% 3.38% 446% 28 25% 1.8
Byrne Asset Management
1870
Byrne Asset Management
New Jersey
$1.79億 -$593万 -3% 1.34% 126% 672 19.64% 1.8
Fort Henry Capital
1871
Fort Henry Capital
West Virginia
$1.79億 -$255万 -1% 2.28% 39.3% 18 5.56% 4.4
SummerHaven Investment Management
1872
SummerHaven Investment Management
Connecticut
$1.79億 -$772万 -4% 4.81% 150% 323 78.33% 0.7
Capstone Capital
1873
Capstone Capital
Nevada
$1.79億 +$363万 +2% 0.32% 62.8% 27 11.11% 2
Refined Wealth Management
1874
Refined Wealth Management
Utah
$1.79億 +$1290万 +8% 6.91% 99.4% 50 6% 2.6
Cox Capital Management
1875
Cox Capital Management
Massachusetts
$1.79億 -$114万 -0.6% 2.04% 106% 84 15.48% 3.2